Create a Permission Set for CRM Analytics Users

Create a permission set that enables view access to the dashboard. You can also grant permission for users to download a .CSV file of the patient or member lists that are generated in the dashboard.

1. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
2. Click New.
3. Enter a label and a description for the permission set.
   For example, View Analytics Dashboard.
4. For License, select None.
5. Save your changes.
6. On the Permission Set Overview page for the new permission set, click System Permissions.
7. Click Edit.
8. Select Use Analytics. Optionally, select Download Analytics Data so that users can download a .CSV file of the patient or member list generated in the dashboard.
   

   Important Only grant feature access to individuals who have a valid need to know the protected health information of all individuals your company treats.
9. Save your changes.
10. Assign the permission set to users who view reports and dashboards in Analytics Studio.